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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+0.48%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.16B
AUM Growth
-$48.5M
Cap. Flow
-$22.2M
Cap. Flow %
-0.7%
Top 10 Hldgs %
24.32%
Holding
776
New
40
Increased
245
Reduced
358
Closed
62

Top Buys

Rank Stock Value
1
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$28.3M
2
MCD icon
McDonald's
MCD
+$23.9M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$14.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.63M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.12M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.79M
3
AAPL icon
Apple
AAPL
+$4.88M
4
AMGN icon
Amgen
AMGN
+$4.38M
5
CELG
Celgene Corp
CELG
+$3.82M

Sector Composition

Rank Sector Weight
1 Technology 14.28%
2 Financials 12.12%
3 Healthcare 11.38%
4 Consumer Discretionary 11.1%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
276
HP
HPQ
$26.6B
$1.53M 0.05%
70,015
+2,088
+3% +$47.2K
QQQ icon
277
Invesco QQQ Trust
QQQ
$478B
$1.53M 0.05%
9,530
-550
-5% -$90.9K
IDXX icon
278
Idexx Laboratories
IDXX
$46.2B
$1.51M 0.05%
7,868
-6,450
-45% -$1.19M
ZTS icon
279
Zoetis
ZTS
$31.1B
$1.5M 0.05%
17,933
-2,979
-14% -$235K
CORT icon
280
Corcept Therapeutics
CORT
$12.1B
$1.5M 0.05%
91,003
– –
HSY icon
281
Hershey
HSY
$36.6B
$1.48M 0.05%
14,999
-73
-0.5% -$7.54K
PWR icon
282
Quanta Services
PWR
$101B
$1.48M 0.05%
43,117
-1,073
-2% -$38.9K
CHGG icon
283
Chegg
CHGG
$93.1M
$1.48M 0.05%
71,560
– –
RF icon
284
Regions Financial
RF
$26.9B
$1.47M 0.05%
79,193
-1,542
-2% -$29.2K
NDSN icon
285
Nordson
NDSN
$17.3B
$1.47M 0.05%
10,779
+24
+0.2% +$3.39K
RWO icon
286
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$1.47M 0.05%
31,774
+10,270
+48% +$479K
DUK icon
287
Duke Energy
DUK
$96.1B
$1.46M 0.05%
18,875
-3,363
-15% -$260K
ABEV icon
288
Ambev
ABEV
$44B
$1.46M 0.05%
201,058
-10,929
-5% -$75.1K
IUSG icon
289
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.46M 0.05%
26,747
-5,705
-18% -$320K
MCK icon
290
McKesson
MCK
$105B
$1.46M 0.05%
10,351
+197
+2% +$30.7K
EXPO icon
291
Exponent
EXPO
$3.25B
$1.45M 0.05%
36,726
+656
+2% +$24.8K
UVE icon
292
Universal Insurance Holdings
UVE
$1.19B
$1.43M 0.05%
44,842
– –
ADM icon
293
Archer Daniels Midland
ADM
$38.8B
$1.42M 0.05%
32,801
+5,732
+21% +$241K
BLKB icon
294
Blackbaud
BLKB
$2.06B
$1.42M 0.05%
13,945
-1,409
-9% -$141K
VIG icon
295
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.41M 0.04%
13,984
-810
-5% -$84K
RBC icon
296
RBC Bearings
RBC
$17.5B
$1.41M 0.04%
11,326
+36
+0.3% +$4.47K
PBCT
297
DELISTED
People's United Financial Inc
PBCT
$1.4M 0.04%
74,868
-6,105
-8% -$119K
EL icon
298
Estee Lauder
EL
$31.8B
$1.38M 0.04%
9,244
+658
+8% +$91.1K
DEA
299
Easterly Government Properties
DEA
$1.14B
$1.38M 0.04%
27,094
+729
+3% +$36.7K
GRPN icon
300
Groupon
GRPN
$889M
$1.38M 0.04%
15,865
-67
-0.4% -$6.5K
10 11
12
13 14

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
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People's United Financial's Q1 2018 Portfolio in Review

As of Q1 2018, People's United Financial held 776 positions worth $3.16B, down 1.5% from $3.2B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2018 filing shows 40 new, 245 increased, 358 reduced and 62 closed positions. Its largest new stake was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 747,225 shares worth $35.4M. The largest sale was iShares MSCI Emerging Markets ETF, an estimated $8.12M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Healthcare.

  • People's United Financial's largest Q1 2018 buy was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 747,225 shares worth $35.4M.
  • People's United Financial added most to McDonald's in Q1 2018, an estimated $23.9M increase.
  • People's United Financial's biggest Q1 2018 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $8.12M.
  • People's United Financial fully exited Invesco S&P 500 Equal Weight ETF in Q1 2018, selling an estimated $5.79M.
  • People's United Financial's ten largest holdings make up 24% of its $3.16B portfolio in Q1 2018.
  • People's United Financial opened 40 new positions and closed 62 in Q1 2018.
  • People's United Financial's portfolio value fell 1.5% quarter-over-quarter to $3.16B.

Based on People's United Financial's 13F filing for Q1 2018, filed 15 May 2018.